Whitnell & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Whitnell & Co’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.11M	Buy	18,668 +1,112	+6%	+$63.7K	0.34%	77
2019 Q3	$983K	Sell	17,556 -2,100	-11%	-$118K	0.33%	78
2019 Q2	$1.11M	Buy	19,656 +1,620	+9%	+$89.8K	0.42%	68
2019 Q1	$988K	Sell	18,036 -460	-2%	-$24.3K	0.38%	71
2018 Q4	$884K	Buy	+18,496	New	+$968K	0.39%	67

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Whitnell & Co's IJK Position: Q4 2019 in Review

Whitnell & Co increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.3% in Q4 2019, buying an estimated $63.7K and bringing the position to 18,668 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #77.

Whitnell & Co first reported a position in IJK in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2019. 617 funds tracked by Wall St. Rank hold IJK as of Q4 2019.

Whitnell & Co held 18,668 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.11M as of Q4 2019.
Whitnell & Co bought 1,112 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $63.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.34% of Whitnell & Co's portfolio in Q4 2019, its #77 holding.
Whitnell & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 5 quarters since.
Whitnell & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.11M in Q2 2019.
617 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.